Investment Objective

Investment Strategy

Initially, the amount invested in Funding Units will be invested in a portfolio of cash and fixed interest securities. Progressively, amounts will be allocated to the Healthcare Property Trust Asset Pool.

Progressively amounts will be drawn from the Funding Units Cash Pool and allocated either to the portfolio of underlying healthcare-related property assets of the Trust or applied to meet the ongoing capital commitments related to acquisition and development activities of the Trust.

This has the effect that over time the return for Funding Units will increasingly reflect a return derived from the healthcare-related property assets of the Trust.

The Exchange

It is currently intended that Funding Units will be Exchanged for Wholesale Units at a date to be determined, but intended to be 30 June 2019, after the whole of the Funding Units Cash Pool has been applied for the Trust purposes. Refer to PDS for full details.

The strategy of the Healthcare Property Trust is to grow its property portfolio through acquisition of new properties and the enhancement of existing properties.

* The information on this page is general information only and is not based on the objectives, financial situation or needs of any particular investor. In deciding whether to acquire, hold or dispose of the product, investors must read the Product Disclosure Statement (PDS), which will be available shortly, and seek professional financial and taxation advice to consider whether the product is appropriate for them. Investment decisions should not be made upon the basis of its past performance or distribution rate, since each of these can vary. The information here is current at the time of publication only.

The properties shown in the image at the top of the page are owned by the Trust: Robina Private Hospital, Robina, QLD and 103 Victoria Pde, Collingwood, VIC. The image bottom right is an artist’s impression of the Herston Quarter development Herston Specialist Rehabilitation and Ambulatory Care Centre (SRACC), QLD.

The purpose of this calculator is to provide an estimate into the future of the total cost of education per student. It provides a result that is based upon current assumptions, such as the cost of private and public school education (which is derived from statistical data of costs paid through the Education Savings Fund operated by Lifeplan Friendly Society Limited). It assumes an annual increase of cost at the rate of 5.3%pa which is based on ABS data and using a historical period of 16 years. The information provided by this calculator is general in nature and is not intended as financial, personal or taxation advice. Neither the calculator, nor the results take into account any individual circumstances, financial situation or needs. You should consider obtaining professional advice before making any decision after using this calculator.

Apply today for the Education Savings Fund

Please enter your details below to download the Product Disclosure Statement and the accompanying Application form for the Education Savings Fund

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